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Hello i have IRA AND ROTH IRA if i name my son as succesor beneficiary and my grandchildren as next...

I inherited an IRA from my father who passed away in 2020. He was taking minimum distributions. I choose the...

We’re getting lots of questions about the SECURE 2.0 change that allows annuitized IRA annuities to be aggregated with non-annuity IRA funds for required minimum distribution (RMD) purposes.

Hello All! I am a salaried employee preparing my own 2023 taxes in my favorite tax software, FreeTaxUSA. I get...

Hello Alan et al, I’m writing to confirm what portion of my client’s Roth IRA distribution will be exposed to...

Just read Jerry Blakely’s article on QLACs. Do these need to be set up by the taxpayer before their RMDs...

We have named a trust for one of our children as the contingent beneficiary of our various IRA’s and Roth’s....

Did you make a Roth IRA contribution for 2023? If you have not, you still have some time. The deadline for making a prior year contribution is the tax-filing deadline, not including any extensions you might have. For 2023, that deadline is April 15, 2024.

In January 2023, a 2022 contribution in the amount of $6,000 was made to an IRA. In February 2023, a...

The mailman delivered my son’s 2023 W-2 the other day. I was curious what he earned last year as a lifeguard at our community pool, so I opened the envelope.